Research shows advisor firms plan to prioritise technology

January 22, 2026 by Brendan O'Neill

Mortgage Advisors

A survey of mortgage advice firms has found that close to one third of them see investing in new technology as their main priority for 2026.

This survey was carried out by Mortgage Solutions, and it shows that tech investment ranks far ahead of other business concerns for them. Around 28% of the advice firms that took part in it said that this was what they planned to put first. In terms of the kinds of technology, they are focused on things that can make the work of their advisors easier and more efficient.

The matter that ranked as the second highest priority was the development of new client leads. This was chosen by 22% of the companies surveyed by Mortgage Solutions. 17% of them stated that they were prioritising recruiting more advisors, which is the same percentage that picked retaining existing customers and building lender partnerships.

Nick Mendes is employed by John Charcol as its mortgage technical manager. He spoke to Mortgage Solutions about the findings. Mendes said they were generally as expected, but that the emphasis on technology was interesting. He then added:

“That feels consistent with where many broker firms are heading. Tech is increasingly the enabler behind lead generation, retention and advisor productivity, rather than a separate priority in its own right.”

He concluded by saying that companies were committed to suitability and quality now rather than numbers when it comes to hiring.

The fact that many advisors now use an online CeMAP training company to get their qualification means they are more comfortable with technology.